D.J. St. Germain’s VanEck Short Muni ETF SMB Stock Holding History

D.J. St. Germain’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,311	Closed	-$90.8K	–	895
2024 Q4	$90.8K	Buy	+5,311	New	+$91.2K	﹤0.01%	357

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.J. St. Germain's SMB Position: Q1 2025 in Review

D.J. St. Germain sold out of VanEck Short Muni ETF (SMB) in Q1 2025, closing a stake of 5,311 shares — an estimated $90.8K sold.

D.J. St. Germain first reported a position in SMB in Q4 2024 and held it in 1 quarter. The position peaked at $90.8K in Q4 2024. 91 funds tracked by Wall St. Rank hold SMB as of Q1 2025.

D.J. St. Germain reported no remaining VanEck Short Muni ETF position as of Q1 2025 after selling out during the quarter.
D.J. St. Germain sold 5,311 VanEck Short Muni ETF shares in Q1 2025, an estimated $90.8K.
D.J. St. Germain first reported a position in VanEck Short Muni ETF in Q4 2024 and held it in 1 quarter.
D.J. St. Germain's VanEck Short Muni ETF position peaked at $90.8K in Q4 2024.
91 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2025.

Based on D.J. St. Germain's 13F filing for Q1 2025, filed 9 Apr 2025.